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Root Financial Partners’s Coursera COUR Stock Holding History

Root Financial Partners’s Portfolio COUR Stock Details COUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,025
Closed -$5.97K – 996
2026
Q1 		$5.97K Buy
+1,025
New +$6.4K ﹤0.01% 1886

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CIA
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Baillie Gifford & Co
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NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

Root Financial Partners's COUR Position: Q2 2026 in Review

Root Financial Partners sold out of Coursera (COUR) in Q2 2026, closing a stake of 1,025 shares — an estimated $5.97K sold.

Root Financial Partners first reported a position in COUR in Q1 2026 and held it in 1 quarter. The position peaked at $5.97K in Q1 2026. 249 funds tracked by Wall St. Rank hold COUR as of Q2 2026.

  • Root Financial Partners reported no remaining Coursera position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,025 Coursera shares in Q2 2026, an estimated $5.97K.
  • Root Financial Partners first reported a position in Coursera in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Coursera position peaked at $5.97K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Coursera as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.